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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
51
ProVise Management Group
Florida
$595K +$1.54K +40 +0.3%
MLIC
52
Mandatum Life Insurance Company
Finland
$556K -$173K -4,500 -24%
TNBTD
53
Trustmark National Bank Trust Department
Mississippi
$541K -$76.9K -2,000 -13%
PAG
54
Private Advisor Group
New Jersey
$503K -$16.5K -430 -3%
CBU
55
CIBC Bank USA
Illinois
$497K +$494K +12,840 New
MA
56
MUFG Americas
New York
$465K -$11.9K -310 -3%
HH
57
Hilltop Holdings
Texas
$463K -$26.5K -690 -5%
FAAS
58
First Allied Advisory Services
California
$462K
CC
59
Callan Capital
California
$461K -$25K -650 -5%
SDWMA
60
Schneider Downs Wealth Management Advisors
Pennsylvania
$419K
Stifel Financial
61
Stifel Financial
Missouri
$402K +$30.8K +800 +8%
Chevy Chase Trust
62
Chevy Chase Trust
Maryland
$387K
BAM
63
Barrett Asset Management
New York
$372K +$27.6K +718 +8%
MFS
64
MSI Financial Services
Massachusetts
$367K +$154 +4 +0%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$359K -$59.1K -1,536 -14%
NPC
66
National Planning Corporation
California
$350K +$154 +4 +0%
CWM
67
Cranbrook Wealth Management
Michigan
$339K +$28.7K +746 +9%
Comerica Bank
68
Comerica Bank
Texas
$336K +$40.7K +1,058 +15%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$318K +$2.31K +60 +0.7%
HPC
70
HM Payson & Co
Maine
$309K
MFP
71
Mosaic Financial Partners
California
$293K
WF
72
WealthTrust Fairport
Ohio
$291K -$16.2K -420 -5%
CCA
73
Cobblestone Capital Advisors
New York
$288K
CAN
74
Cetera Advisor Networks
California
$279K -$199K -5,176 -42%
MFW
75
Meristem Family Wealth
Minnesota
$266K